04 - How to Create a Rollbase App in 20 Mouse Clicks

This demo shows how in under 20 mouse clicks you can create a basic web enabled application from data contained in a Spreadsheet. It also includes sample java code for calling Corticon and extracting the result using a single trigger.

Make sure you have a CSV file with all the fields you need. One field should identify the record.

In this example, the name is the identifying field

For example:

1 - Setup

2 - Applications

3 - New Application

4 - Enter name and save

5 - Add a Tab

6 - From external metadata (select CSV file)

7 - Choose Spreadsheet

8 - Browse for CSV file and choose name for Objects

9 - Map the name field of the spreadsheet to the Object and then Create

10 - Return to New Application

11 - Go to Object Definition

12 - Select Views

13 - Select All Objects

14 - Edit

15 - Configure the columns you want to see

16 - Save

17 - Return to Application

18 - Application is ready

Using the Basic Application

You can now use this app to maintain the various records.

A new record can be created:

Or an existing record can be edited:

Or viewed:

Enhancements to the Basic

The functionality of the basic app can be enhanced considerably simply by switching on various built in features.

For example you can enable:

And you can add these properties to your object:

This results in additional relevant fields being automatically added to your object.

For example location information:

Or event related information:

We’ll also see that every update is now tracked (because we enabled the Audit property):

And because we enabled the contact property we get the ability to send emails:

Phone calls, emails sent and received can be tracked using the communication log:

You will also notice that in the list of records some additional things happen:

There’s a follow up flag that you can use and items that have not yet been viewed are in bold.

Enhancing the Application by the addition of a Rules Engine

If you need to apply business rules to the records whenever they are created or updated you can use the Corticon rule engine.

Step 1 - Create and Deploy a decision service

This is not covered in this document. It is assumed you already know how to create a decision model using Corticon and deploy it to the Corticon server.

Step 2 Create an Object Script Trigger for your object

The object script has three parts:

Create the Corticon SOAP payload

You can get the correct format by exporting the SOAP from the Corticon tester:

It will look something like this:

Now you need to reformat it for use as a javascript string

Put \ before every “

Put “ at the beginning of every line

Put “ + at the end of every line except the last

Put “; at the end of the last line

Put var XMLRequest = at the very beginning

Insert substitution variables

Make sure the decisionServiceName is correct

Add either decisionServiceVersion or decisionServiceEffectiveDate

You should now have something that looks like this:

Actually these are the only lines that will need to change in order to invoke a different decision service: